Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Thomas Brown is a financial advisor with Ameriprise Financial Services, LLC, a large firm with over 100,000 clients and $479 billion in assets under management. Jacob has a strong background in the financial services industry, having previously worked for TD Ameritrade, Inc. and HighTower Securities LLC. Jacob has a wide range of experience serving clients with financial planning, investment management, and portfolio management services. Jacob holds the Series 63, 65, and 7TO licenses. Jacob is also registered with the state of Texas as a broker and an investment advisor.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
ND
12/09/2024 - Present
Ameriprise Financial Services, LLC (DICKINSON ND)
TX
11/02/2020 - 07/23/2021
TD AMERITRADE, INC. (Southlake TX)
IA
Issued 10/01/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/31/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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